{
  "report_rows": [
    {
      "kpi": "Adjusted diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$7.68 vs. cons $7.55",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$1.56B vs. cons $1.53B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Home Comfort Solutions segment margin",
      "prediction": "MISS",
      "answer": "pred ~22.8% vs. cons 23.4%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 adjusted EPS midpoint",
      "prediction": "UNCHANGED",
      "answer": "guide ~$24.25 vs. cons $24.30 (FY26)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY26 revenue growth",
      "prediction": "UNCHANGED",
      "answer": "guide ~8.0% vs. cons 7.8% (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 free cash flow midpoint",
      "prediction": "UNCHANGED",
      "answer": "guide ~$800M vs. cons $800M (FY26)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 2.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.8,
  "day5_path": "FADE",
  "day5_rationale": "Day-1 residual ~2.5% should reflect an EPS/revenue beat and continued BCS strength versus a ~0.0% guide-change signal; the 5-day residual moderates to ~0.8% as unchanged FY26 EPS/FCF guidance and a ~60-bp HCS-margin miss leave out-period estimates largely unchanged and keep tariff/price-cost execution risk concentrated in 2H26.",
  "day5_confidence": "MEDIUM"
}